Do you know the best email template software?

Last updated by Jack Pettit [SSW] 6 months ago.See history

When sending repetitive emails, consistency across the organization is crucial. Email templates can help achieve this. Let's explore some popular options and their pros and cons.

1. Outlook email templates

Pros:

  • Simple to create
  • Can be shared easily (e.g., via SharePoint)

Cons:

  • Always need to create a new email
  • Can't be used for Calendars

2. My Templates

Pros:

  • Simple to create

Cons:

  • Can't be shared with other users
  • 32Kb limit
  • Stored on the Server in your mailbox

3. Signatures

Pros:

  • Simple to create

Cons:

  • Stored locally, so can't be shared with other devices or users
  • 32Kb limit
  • Stored on the Server in your mailbox

4. Quick Parts

Pros:

  • Rich text

Cons:

  • Stored locally
  • Can't be shared

5. Word documents on SharePoint

Pros:

  • Rich text
  • Can be shared with anyone

Cons:

  • Need to switch to another window

6. Dynamics 365 Email Templates

Pros:

  • Rich text
  • Shared with anyone
  • Access to contact data
  • Duplication of templates

Cons:

  • More complex to set up
  • Fonts can be tricky to set
  • Doesn't work with meetings
  • Duplication of templates
  • Many clicks to access the template

7. OfficeAtWork Content Chooser

Pros:

  • Rich text
  • Shared with anyone using SharePoint
  • Simple setup – Just upload a Word document

Cons:

  • Templates have to be manually updated

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